Find Resources with the Candidates List

This article explains how to find resources using candidates list.

1. Open the Candidates List.

2. Click the Find Resources drop-down filtered menu to expand. Select a field to search. The results will be filtered accordingly.

• Best Match: locates resources from your resource pool based on role and availability.

  Note

  You MUST select a resource in the Resource Plan above for the Best Match search function to work.

• By Current Plan: shows the current plan's resources.

• Search by Name: begin typing a resource name to search.

• Generics: shows generic resources from the Resource Center.

• By Business Unit: filters resources based on your organization's departments. (BD don't use this one)

• By Business Unit/Group: filters resources based on your organization's departments. (BD use this one to filter BU group)

• By Calendar: filters resources based on your organization's calendars.

• Other: each additional resource-level field (if any) that has been configured for your organization will also show as an available field for searching.